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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Gordon Achtermann (CRD# 1685657) is an Investment Advisor Representative working at Your Best Path, LLC in Annandale, VA and has over 36 years of experience in the finance industry. Gordon Achtermann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Dibiasio (CRD# 1207846) is an Investment Advisor Representative working at Private Lane Capital, LLC in Annandale, VA and has over 17 years of experience in the finance industry.
David Huddleston (CRD# 2253819) is an Investment Advisor Representative working at Bishopsgate Investment Company in Annandale, VA and has over 31 years of experience in the finance industry.
Lihong Kan (CRD# 6848788) is an Investment Advisor Representative working at Stonex Advisors Inc. in Annandale, VA and has over 6 years of experience in the finance industry.
Constantinos Koustenis (CRD# 2551941) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Annandale, VA and has over 29 years of experience in the finance industry.
Abraham McAllister (CRD# 5502223) is an Investment Advisor Representative working at Arm Financial LLC in Annandale, VA and has over 16 years of experience in the finance industry.
Jin Park (CRD# 6157074) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Annandale, VA and has over 11 years of experience in the finance industry.
Pauline Rosenstein (CRD# 212619) is an Investment Advisor Representative working at Stonex Advisors Inc. in Annandale, VA and has over 33 years of experience in the finance industry. Pauline Rosenstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Howard Sloan (CRD# 1360090) is an Investment Advisor Representative working at Lpl Financial LLC in Annandale, VA and has over 38 years of experience in the finance industry.